Lakewood Capital Management’s Mercury Insurance MCY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.7M	Buy	158,218 +60,000	+61%	+$4.04M	0.8%	35
2025 Q1	$5.49M	Sell	98,218 -78,482	-44%	-$4.39M	0.48%	37
2024 Q4	$11.7M	Hold	176,700	–	–	1.05%	25
2024 Q3	$11.1M	Hold	176,700	–	–	0.87%	28
2024 Q2	$9.39M	Buy	+176,700	New	+$9.39M	0.77%	32